at tyco integrated security, we consider ourselves business optihow?rs. by building custom security solutions that integrate video, access control, fire and intrusion protection. all backed up with world-class monitoring centers, thousands of qualified technicians, and a personal passion to help protect your business. when your business is optimized like that, there's no stopping you. we are tyco integrated security. ♪ >>> welcome back to "the kudlow report." i'm larry kudlow. >>> in this half hour, when roughly a third of s&p firms are reporting profits beating expectations up a handsome 7%. so far, sure, the pessimistas are wagging on light revenue reports. i say profits in milk and stocks are more important than revenues. we will debate that proposition. >>> also, just as polk numbers are pulling even with president barack obama, get this, the george w. bush presidential library is about to open tomorrow. you will talk to one former bush staffer about the president's economic legacy and whether it's fair to blame the former president for the financia